Form ADV brochure · investment strategy
by Coinbase Advisors · via Form ADV brochure
No named portfolios or models; brochure describes the service generically. Two LLMs 'drive the Program's AI models': Macro Engine 'Synthesizes global economic data and "off-chain" sentiment to adjust portfolio delta and exposure levels'; Execution Engine 'Identifies technical entry and exit points in equities, spot and futures markets, optimizing for liquidity and minimizing slippage.' Recommendations 'formulated by AI models which are informed by market data, news, and data on your account activity and holdings'; clients can also prompt the Application for advice. Human-in-the-loop supervision; Advisor can override/suspend outputs.
Description from Form ADV brochure
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
This strategy doesn’t publish a performance history we can chart.
Each rule is quoted word for word from the strategy's own documents.
“Synthesizes global economic data and "off-chain" sentiment to adjust portfolio delta and exposure levels”
“Identifies technical entry and exit points in equities, spot and futures markets”
No published holdings for this strategy.
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its AI / ML-driven label, from other sources first, strongest risk-adjusted return first.
Collective2
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
7 missing
The text the rules are quoted from, with where it came from.
Client 'explicitly set[s] the size of the resulting allocation'
Equity securities, derivatives, digital assets (spot and futures)
No named portfolios or models; brochure describes the service generically. Two LLMs 'drive the Program's AI models': Macro Engine 'Synthesizes global economic data and "off-chain" sentiment to adjust portfolio delta and exposure levels'; Execution Engine 'Identifies technical entry and exit points in equities, spot and futures markets, optimizing for liquidity and minimizing slippage.' Recommendations 'formulated by AI models which are informed by market data, news, and data on your account activity and holdings'; clients can also prompt the Application for advice. Human-in-the-loop supervision; Advisor can override/suspend outputs.
Tailored to responses in the Risk Profile & Suitability Questionnaire (investment experience, net worth, income, tolerance for volatility and/or risk); no named levels
Every value on file, each labelled with its calculation basis and as-of date.
| Rebalancing (methodology text) | None; client responsible for reallocations |
| Management / advisory fee | 0.00% | ||
| Minimum investment | $0 |
Collective2
Collective2
